IBN Asset Management

IBN Asset Management

IBN Asset Management was founded in 2017 and is based in Thousand Oaks, California. The firm provides portfolio management and investment advisory services on both a discretionary and non-discretionary basis. Its client base is composed of corporations and government entities, positioning the firm as an institutional asset manager rather than a retail wealth advisor. The firm's strategy centers on constructing tailored portfolios for a concentrated set of institutional clients. IBN manages separate accounts, giving it the flexibility to adjust asset allocation, manager selection, and risk parameters to each client's specific charter. While the precise asset-class mix is not publicly detailed, the firm's service description — discretionary and non-discretionary advisory — suggests exposure across public equities, fixed income, and potentially alternatives, structured to meet the liquidity and liability-matching needs of corporate treasuries and public-sector pools. The geographic focus is domestic US. Team size and total assets under management are not publicly disclosed. The firm operates from a single office in Thousand Oaks, with no known adjacent vehicles, philanthropic foundations, or operating-company affiliations. In the absence of published regulatory filings that would break out AUM or headcount, the firm's scale remains small by institutional standards, likely serving a limited number of relationships within its stated corporate and government client verticals. IBN's structural differentiator is its client-vertical focus. Rather than pursuing a broad wealth-management or mass-affluent strategy, the firm targets two specific institutional buyer types — corporations and government entities — that demand high-touch, bespoke mandates. This niche positioning allows IBN to operate without the distribution overhead of a retail platform, though it also caps growth absent a productized fund vehicle.